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Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith/Boa San Antonio TX 11/2022 11/2023
Unemployed San Antonio TX 09/2022 11/2022
Simmons Bank Fort Worth TX 12/2021 09/2022
Bbva Willow Park TX 08/2015 11/2020
First Financial Bank Cleburne TX 11/2020 12/2021
Edward Jones St Louis MO 11/2023 12/2024
Victory Capital Services, Inc San Antonio TX 01/2025 02/2026
Victory Capital Management Inc San Antonio TX 01/2025 02/2026
Lpl Financial Llc San Antonio TX 04/2026 Present
Unemployed Boerne TX 02/2026 04/2026
  • 11/2022 → 11/2023
    Merrill Lynch, Pierce, Fenner & Smith/Boa
    San Antonio, TX
  • 09/2022 → 11/2022
    Unemployed
    San Antonio, TX
  • 12/2021 → 09/2022
    Simmons Bank
    Fort Worth, TX
  • 08/2015 → 11/2020
    Bbva
    Willow Park, TX
  • 11/2020 → 12/2021
    First Financial Bank
    Cleburne, TX
  • 11/2023 → 12/2024
    St Louis, MO
  • 01/2025 → 02/2026
    Victory Capital Services, Inc
    San Antonio, TX
  • 01/2025 → 02/2026
    San Antonio, TX
  • 04/2026 → Present
    Lpl Financial Llc
    San Antonio, TX
  • 02/2026 → 04/2026
    Unemployed
    Boerne, TX
Previous Registrations
Other Businesses

1) 2026-04-13 - Texas Range Meats - Business Owner - Y - Boerne TX - 2026-04-09 - 12hrs/mth - 0hrs/mth during trading 2) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - NFA Insurance - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading 3) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - National Financial Alliance - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading 4) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - NFA Institutional Services - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading 5) 2026-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading 6) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Strategic Financial Concepts, LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading 7) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (HYbrid) NFA Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2026-04-09 - 160hrs/mth - 130hrs/mth during trading - Registered Investment Advisor DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-01
  • S66 Uniform Combined State Law Examination
    2023-03-01
Other Names
  • Richard A Edgett
  • Richard Edgett

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